CIK: 0001979372
申報總市值
US$5.7億
僅顯示前 200 大持股（共 1410 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.44% | — | -1.51% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.19% | — | — | |
| 3 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 3.28% | — | +1264.66% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.52% | — | +5.25% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | — | +7.95% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.97% | — | -17.03% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.85% | — | — | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.66% | — | -0.84% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.59% | — | +1.95% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.59% | — | +12.76% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.12% | -7.93% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.44% | — | +589.74% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.38% | — | -2.54% | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.35% | — | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.29% | — | +8.72% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.29% | +0.15% | +14.47% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 1.24% | -0.15% | +2.52% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | — | +2.86% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.02% | — | +2.50% | |
| 20 | B 0 07-20-23 | Treasury Bill | 股票-原物料 | 0.97% | — | — | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.89% | — | -2.22% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | — | -10.52% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.84% | — | — | |
| 24 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.83% | +0.09% | +0.03% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | — | -3.75% | |
| 26 | B 0 08-31-23 | Treasury Bill | 股票-原物料 | 0.81% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.79% | — | +3.72% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | -14.77% | |
| 29 | B 0 09-19-23 | Treasury Bill | 股票-原物料 | 0.74% | — | — | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.69% | — | — | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.68% | — | +14.41% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | +0.11% | +16.40% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.67% | — | +0.40% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.65% | — | -2.28% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.63% | +0.15% | -0.29% | |
| 36 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.60% | -0.18% | — | |
| 37 | B 0 08-10-23 | Treasury Bill | 股票-原物料 | 0.58% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | +0.39% | — | |
| 39 | B 0 10-19-23 | Treasury Bill | 股票-原物料 | 0.55% | — | — | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.54% | — | +0.45% | |
| 41 | B 0 07-06-23 | Treasury Bill | 股票-原物料 | 0.53% | — | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | — | +6.17% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | — | +20.31% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | — | -18.59% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | — | +10.25% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | — | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.46% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | +0.14% | +124.66% | |
| 49 | PWS | Pacer Wealthshield ETF | ETF-其他 | 0.42% | — | -37.12% | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.41% | — | +31.16% |